ARMT

Amica Retiree Medical Trust Portfolio holdings

AUM $73.2M
1-Year Est. Return 17.33%
This Quarter Est. Return
1 Year Est. Return
+17.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
-$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.16M
3
+$1.31M
4
VRSK icon
Verisk Analytics
VRSK
+$772K
5
ADBE icon
Adobe
ADBE
+$555K

Top Sells

1
+$891K
2
+$649K
3
+$518K
4
CFG icon
Citizens Financial Group
CFG
+$468K
5
IBM icon
IBM
IBM
+$458K

Sector Composition

1 Technology 19.69%
2 Healthcare 14.44%
3 Financials 12.54%
4 Real Estate 11.71%
5 Communication Services 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$978K 0.87%
46,065
27
$913K 0.82%
1,462
+410
28
$891K 0.8%
8,896
29
$873K 0.78%
9,683
30
$840K 0.75%
22,167
31
$837K 0.75%
38,031
-8,768
32
$812K 0.73%
16,811
33
$812K 0.73%
6,759
34
$802K 0.72%
3,684
+548
35
$790K 0.71%
33,330
+7,980
36
$779K 0.7%
8,956
+2,275
37
$777K 0.7%
25,098
-4,884
38
$772K 0.69%
+5,536
39
$765K 0.68%
8,931
40
$760K 0.68%
9,461
+3,223
41
$741K 0.66%
19,165
+2,471
42
$688K 0.62%
7,127
43
$678K 0.61%
3,399
+1,110
44
$672K 0.6%
12,058
45
$659K 0.59%
7,115
+5,454
46
$657K 0.59%
3,240
47
$629K 0.56%
4,463
48
$615K 0.55%
4,600
49
$612K 0.55%
2,731
+2,209
50
$592K 0.53%
12,388
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